Note: This feature is only available if you are an admin user, or have been given user management permissions through a custom user role. Please contact your team lead if you lack necessary permissions.

Shortcuts

• Deactivating users
• Edit user notification settings
• Edit user role

1. First, to access your team members page, click on 'Your Company' on the top right corner of your right-side, main sidebar.

2. Then, click on 'Your Team'.

3. From the team page, find the team member you want to change the user role for, then click "See details" on them.

4. Once you see the user's profile, click on the edit icon in the top right corner to edit their settings.

If you wish to deactivate this user, you may do so here. This will remove their access to the app unless you reactivate them.

5. From here, you can edit their role, their notification method, and notification type.

To edit their notification settings, simply select an option from the dropdown menu, then select one or more options from the notification types options. For example, if you select "Text" and "Order Confirmed", this user will receive text messages when orders are confirmed.

6. To edit their role, click on "Select New Role", then select a new role from the list in the sidebar.